Added to YB: 2025-11-17
Pitch date: 2025-11-13
BOL.PA [bullish]
Bolloré SE
+22.76%
current return
Author Info
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Company Info
Bolloré SE engages in the transportation and logistics, communications, and industry businesses in France, rest of Europe, the Americas, the Asia-Pacific, and Africa.
Market Cap
EUR 15.2B
Pitch Price
EUR 3.38
Price Target
N/A
Dividend
1.48%
EV/EBITDA
37.97
P/E
46.00
EV/Sales
3.35
Sector
Oil, Gas and Consumable Fuels
Category
value
Show full summary:
[Holding Company Series Part 3]- Short List of European Hold Cos at discount to NAV - Bolloré SE
BOL.PA (quick overview): French holding co trading at ~50% book value, 70% NAV discount after control loops. UMG stake (~€8B) + €5.3B net cash equals entire €13B market cap - rest of businesses (logistics, media, vineyards) essentially free. Recently spun Vivendi into 4 units, sold logistics assets.
Read full article (1 min)